Find the following for the indicated mutual fund when the given number of shares is bought and sold 1 year later after receiving the distribution shown in the following table. (Round your answers to two decimal places.) Name Shares Bought Shares Sold Distribution SouthCo 200 at $40 200 at $50 $0.60 per share (a) Find the capital appreciation.   _______________ % (b) Find the yield.  ______________% (c) Find the return.  ___________________%

Q: A year​ ago, an investor bought 400 shares of a mutual fund at ​$7.52 per share. This​ year, the…

A: Given: Particulars Amount Number of shares 400 Price per share $7.52 Dividend $0.77…

Q: If an investor buys shares in a no-load mutual fund for $30 and after nine years the shares…

A: Percentage return = ( Current price - Purchase price ) / Purchase price

Q: Compute the total and annual returns on the following investment.   Nine   years after purchasing…

A: Total Return = (Final value - Initial Value) / Initial Value

Q: 15

A: Formula to calculate portfolio beta: Portfolio beta = wA*betaA + wB*betaB...........wN*betaN Formula…

Q: The following question is based on the following information about the stocks of Whitestone REIT,…

A: Given,   Price Dividend Yield REIT 16 7 HCC 56 2 SNDK 80 2 Let x be shares of REIT, y be…

Q: Suppose you invested $75 in the Ishares Dividend Stock Fund (DVY) a month ago. It paid a dividend of…

A: Data given: Purchase price (Po) = $75 Dividend (D1) =$0.50 Sale Price (P1) = $68   Required: Return…

Q: Compute the total and annual returns on the following investment. Twenty years after purchasing…

A: Total Return=$11,700-$6,100$6,100×100=$5,600$6,100×100=91.8%

Q: a) A fund manager has been monitoring the performance of Virgin Galactic Corporation shares (NYSE:…

A: A fund manager has been monitoring the performance of Virgin Galactic Corporation shares (NYSE:…

Q: Consider an index fund that contains the following four stocks:   American Campus Communities,…

A: To Find: NAV on 30th march Number of shares of MRK purchased

Q: An investor purchases a mutual fund share for $100.2. The fund pays dividends of $2.2, distributes a…

A: Purchase price (P0) = $ 100.2 Dividend (D) = $ 2.2 Capital gain (CG) = $ 1.1 Fees charges (F) = $ 3…

Q: Consider a no-load mutual fund with $457 million in assets and 12 million shares at the start of the…

A: The question is based on the concept of mutual fund

Q: You purchased 74 shares of Z stock in January 2008 for $40 per share. Each year you recelved a cash…

A: “Since you have asked multiple questions, we will solve the first question for you. If you want any…

Q: portfolio

A: Formula to calculate the portfolio turnover rate is: Portfolio turnover rate = Value of assets sold…

Q: A mutual fund has an offer price of $14.06. If you invested a lump sum of $18,000, how many shares…

A: Offer price is $14.06 Invested lumpsum amount is $18,000 To Find: Number of shares Purchased

Q: You plan to invest $1000 in a corporate bond fund or in a common stock fun. The information to the…

A: Cost Accounting: It is the process of collecting, recording, analyzing the cost, summarizing cost,…

Q: Calculate the NAV for a mutual fund with the following​ values:   Market value of securities held in…

A: The formula to compute net asset value as follows:

Q: If a mutual fund's net asset value is $23.70 and the fund sells its shares for $25.30, what is the…

A: NAV = $23.70 Selling Value =$25.30

Q: A mutual fund has an offer price of $14.04. If you invested a lump sum of $14,000, how many shares…

A: In this question we need to calculate the number of shares purchased.

Q: The composition of the Fingroup Fund portfolio is as follows:   Stock Shares Price A 280,000 $ 35…

A: The question is based on the concept of portfolio management.

Q: A mutual fund has a portfolio worth $3.2 million consisting of 50,000 shares of company "A" at a…

A: In finance, the term "portfolio" represents a collection of different investment securities such as…

Q: The following common stocks are available for investment: COMMON STOCK (Ticker Symbol) BETA…

A: 1) Beta of portfolio = Weighted average beta of individual portfolio

Q: If a mutual fund's net asset value is $24.00 and the fund sells its shares for $25.20, what is the…

A: load fee as a percentage of net asset value =( (sale value of share - net asset value)/ net asset…

Q: Bruner Aeronautics has preferred stock outstanding with a par value of $100. The stock pays a…

A: A company has an option to raise capital through the issuance of various financial instruments and…

Q: You invested in the​ no-load Best Mutual Fund one year ago by purchasing 900 shares of the fund at…

A: Purchase price (NAV0) = $19.44 Dividend (D) = $1.88 Capital gain (C) = $2.12 NAV at the end of year…

Q: If an investor buys shares in a no-load mutual fund for $33 and after eight years the shares…

A: Mutual funds refer to one type of financial vehicle that pools money from many investors and invests…

Q: HappyRetirement fund owns 150,000 shares of stock a comma 200,000 shares of stock B, and 400,000…

A: Net Asset Value [NAV] of fund = Net assets / units outstanding

Q: If an investor buys shares in a no-load mutual fund for $30 and after five years the shares…

A: The question is based on the concept of Security valuation

Q: Suppose ABC Mutual Fund had no liabilities and owned only four stocks as follows: Stock…

A: Given information: Stock Shares Price Market Value W 1,000 $12 $12,000 X…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.88 per share. Several months…

A: The question is based on the concept of Holding period Return.

Q: compound

A: Formula to calculate percentage return: Rate of return = P1 - P0/P0 Rate of return using time value…

Q: Consider a mutual fund with $250 million in assets at the start of the year and 10 million shares…

A: Net asset value (NAV) is a method that helps to evaluate the value of a company. It also provides…

Q: If an investor buys shares in a no-load mutual fund for $40 and after eight years the shares…

A: The application of interest to a principal balance of a debt is known as compound interest.

Q: What is the total percent return on the beginning net asset value?

A: The stock return is the change in the price of an investment. It includes the payment of dividend…

Q: Tom had 300 shares of the XYZ Fund on January 1. The shares had a value of GHS23. During the year,…

A: In this question one needs to find the holding period return. Holding period return is the return…

Q: Find the following for the indicated mutual fund when the given number of shares is bought and sold…

A: Return refers to the ratio of total return and shares purchase price. Total return refers to the…

Q: A mutual fund has an offer price of $14.02. If you invested a lump sum of $16,000, how many shares…

A: Mutual fund is kind of scheme or service through which many investors can invest their amount in…

Q: If you place an order to buy or sell a share of an open-ended mutual fund during the trading day,…

A: Open ended mutual funds are those which can be issued and redeem any time.

Q: The ex-dividend price for a share in an index tracking fund is $700. One year ;ater it stands at…

A: Initial Price at t=0  $700.00 Price after 1 years  $900.00 Price After 2 years  $750.00 Number…

Q: What is the net asset value at the start and end of the year? What is the rate of return for an…

A: Accounting rate of return compares average profit with average investment and express profit as a…

Q: Calculate the total cost (in $), proceeds (in $), total gain (or loss) (in $), and return on…

A: The total cost refers to the price at which the investment is available to the traders. Proceeds…

Q: Golden Investment Company paid $2.00 per share in common stock dividends last year. The company's…

A: The valuation of the stocks could be made on the basis of dividend discount model. This model states…

Q: You purchased 1,000 shares of a mutual fund at an offer price of $13.88 per share. Several months…

A: Given: Purchase price = $13.88 Selling price = $14.62 Dividend = $0.63

Q: A mutual fund has total assets of 40,000,000 and total liabilities of 5,000,000. There are…

A: Net Asset Value of Mutual fund = (total assets - total liabilities) / shares outstanding

Q: You invested in the​ no-load Best Mutual Fund one year ago by purchasing 900 shares of the fund at…

A: Given That: Opening NAV= $19.44 per share Closing NAV=​$21.36 per share Dividend=$1.88 Capital Gain=…

Q: Consider the following two investment situations:1. In 1980, when W.M. Company went public, 100…

A: a)  Incorrect, either we buy 50 or 100 shares return will be same for same years. b)  100 shares…

Q: The following table shows the average returns for some of the largest mutual funds commonly found in…

A: A concept that implies the future worth of the money is lower than its current value due to several…

Q: Calculate the total cost (in $), proceeds (in $), total gain (or loss) (in $), and return on…

A: Investors invest in mutual funds to earn a return on the investments. It is good for investors who…

Q: Consider an open-end mutual fund with 2 million shares outstanding, liabilities of $5 million, and…

A: Open-end mutual fund is one of the two types of mutual funds where entry and exit are freely done by…